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AGVEX vs WGIFX
AGVEX vs WGIFX Comparison
Open Charts AGVEX vs WGIFX
American Funds Global Insight F-1
Price$23.59
Change-$0.25 (-1.05%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc F2
Price$67.14
Change-$0.71 (-1.05%)
VolumeN/A
CapitalizationN/A
AGVEX vs WGIFX Comparison Chart
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AGVEX vs. WGIFX commentary
Nov 18, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AGVEX is a StrongBuy and WGIFX is a Sell.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 125B vs. AGVEX (14.8B). WGIFX pays higher dividends than AGVEX: WGIFX (1.90) vs AGVEX (1.13). AGVEX was incepted earlier than WGIFX: AGVEX (5 years) vs WGIFX (16 years). WGIFX is a more actively managed with annual turnover of: 27.00 vs. AGVEX (23.00). AGVEX (250) and WGIFX (250) have matching initial minimum investment requirements. WGIFX annual gain was more profitable for investors over the last year : 19.40 vs. AGVEX (17.37). AGVEX return over 5 years is better than : 46.71 vs. WGIFX (39.76).
| AGVEX | WGIFX | AGVEX / WGIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 16 years | - |
| Gain YTD | 10.492 | 13.341 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 125B | 12% |
| Annual Yield % from dividends | 1.13 | 1.90 | 60% |
| Returns for 1 year | 17.37 | 19.40 | 90% |
| Returns for 3 years | 10.67 | 3.72 | 287% |
| Returns for 5 years | 46.71 | 39.76 | 117% |
| Returns for 10 years | N/A | 50.58 | - |
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